Mobile Banking U.S. Bank
Dashboard account customizations
“Users show positive feedback and interact more with their Online Platforms”
Opportunity
Customers have expressed desire to customize which accounts appear on their customer dashboard so that their account list reflects the way they think about and manage their money.
Solution
Allow for customer’s ability to manipulate the order of appearance and visibility of sensitive information on their account dashboard.
Journey Flow
Customizing the Account Order & Balance visibility
• Provided an entry point from User’s Dashboard that allows to customize their account views.
• Separated the edits into two processes to accommodate groups of accounts individually.
• Provided a way for the user to reset with a dismissible warning.
Detail: Customization modal with settings from Left to right:
Left: Reorganize groups of accounts
Middle and Right: Hide account groups
Right: Organize individual accounts when ungrouped
DETAIL: Multiple customization outcomes based on user personas: (Screen views after customizations take place)
From Left to Right:
1. Business as usual
2. User with external accounts linked
3. User prioritizes an external account and removes group type (aka. savings, credit, linked accounts)
4. User has hidden the type of account (Linked account), and balance display by default